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SAROFIM TRUST CO
Legal name: SAROFIM TRUST CO., LTA
CRD 106590File 801-13773
APPROVED
Retail clients
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.96B
Top 10% of cohort (national)
Discretionary AUM
$12.96B
Clients
96
96 accounts
Employees
26
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 13, 1978
- Principal office
- 845 TEXAS AVENUE, SUITE 2000, HOUSTON, TX, 77002
- Phone
- 713-654-4484
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.96B
- Discretionary AUM
- $12.96B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 96
- Non-discretionary accounts
- 0
- Total accounts
- 96
- AUM per client
- $135.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $68.9M |
| Charitable organizations | 8 | $3.39B |
| High net worth individuals | 86 | $9.32B |
| Pension and profit sharing plans | 1 | $179.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 28 | 26 | decreased by2 |
| Apr 1, 2026 | Clients | 90 | 96 | increased by6 |
| Apr 1, 2026 | AUM | $11,986,326,976 | $12,959,991,253 | increased by$973,664,277 |
| Apr 1, 2026 | Accounts | 90 | 96 | increased by6 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 86 | 90 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $12,174,698,934 | $11,986,326,976 | decreased by$188,371,958 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 86 | 90 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 28 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 42 | 86 | increased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $726,127,826 | $12,174,698,934 | increased by$11,448,571,108 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 42 | 86 | increased by44 |
| Aug 1, 2022 | Employees | 27 | 26 | decreased by1 |
| Aug 1, 2022 | AUM | $827,831,441 | $726,127,826 | decreased by$101,703,615 |
| Apr 1, 2022 | Employees | 23 | 27 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SAROFIM TRUST” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SAROFIM TRUST” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.